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- Retirement Planning: What to Do Now
- Whether you're 25 years away from retirement or you've already started packing up your office, there are specific steps you should now take to ensure your financial security. This step-by-step guide will keep you on track for a stress-free dismount from the corporate treadmill. 20 to 25 Years...
- Articles 2009-10-14
Additional Resources
- Retirement advice and education tools. (Product Watch).
- * Nationwide Retirement Solutions Inc. will launch a retirement education and advice initiative in the summer for Nationwide's 8,200 public-sector retirement plan sponsors. Nationwide Retirement Solutions is a subsidiary of Nationwide Financial and * Nationwide Retirement Solutions Inc. will launch a retirement education...
- Research articles 2002-01-28
- At Deadline; County puts MFS on watch.(Late News)
- The $118 million Hampshire County (Mass.) Retirement System placed international equity manager MFS on watch, said Mary Baronas, administrator. MFS runs about $15 million, she said. Officials made the move in response to potential market-timing actio The $118 million Hampshire County (Mass.) Retirement System placed ...
- Research articles 2003-12-22
- 401 (k)s: Reboot Your Retirement - Open Your Statements!
- The stock market was pretty scary for a while, but now with S&P 500 up 45% from the lows, it's time to wake up out of your fear-based stupor, open your 401 k statements and take control of your retirement! Maggie Rodriguez of the CBS Early Show...
- Blog posts 2009-07-30
- Portfolio evaluation for AmEx plan participants. (Product Watch).
- American Express Retirement Services, a division of New York-based American Express Co., has launched a program that allows employees to evaluate their retirement profiles. Relying on both visual aids and text, the Personalized Retirement Eva American Express Retirement...
- Research articles 2002-09-30
- Product Watch: Manulife makes retirement planning easy as 1, 2, 3.(News)
- The Manufacturers Life Insurance Co. (U.S.A.) in Boston has introduced a retirement planning program to help fulfill the retirement goals of 401k plan participants. Manulife USA has implemented a three-step process to make it easier for participants to set personal retirement goals....
- Research articles 2003-08-25
- It's lights out for DCT-5000.(Motorola retires embattled set-top box)(Brief Article)
- They didn't even give it a gold retirement watch. After years of promise as the next big thing for cable set-top boxes, it appears that Motorola Inc.'s embattled DCT-5000 has finally been put out to digital pasture. "We no longer activel...
- Research articles 2002-11-18
- Fitch Rates $954MM Detroit Retirement Funding Trust 'BBB'; Rating Watch Negative
- CHICAGO -- Fitch Ratings has assigned a 'BBB' rating to the Detroit Retirement Systems Funding Trust, Michigan, $153,500,000 taxable certificates of participation COPs, series 2006 (fixed-rate) and $800,000,000 taxable COPs, series 2006 (floating-rate). The rating remains on Rating Watch Negative, reflecting Fitch's planned monitoring of the city's financial results in...
- Research articles 2006-05-19
- News Briefs; Oklahoma Teachers kicks manager watch up a notch.(Oklahoma Teachers' Retirement System)
- OKLAHOMA CITY -- The Oklahoma Teachers' Retirement System placed Bank of Ireland on notice for the performance of a $300 million EAFE fund, said Bill Puckett, chief investment officer. Bank of Ireland had been on watch for several months, Mr. Puckett said, but trustees at the...
- Research articles 2003-12-08
- Ohio Pension System Puts Another Fund Company on `Watch List'.
- By Barnet D. Wolf, The Columbus Dispatch, Ohio Knight Ridder/Tribune Business News Dec. 20--The Ohio Public Employees Retirement System has added a third money manager to its "watch list'' in the wake of regulatory investigations into the mutual-funds industry. ...
- Research articles 2003-12-20
- News: Montag & Caldwell dropped.(New York State Teachers Retirement System)(Montag and Caldwell Inc.)(Brief Article)
- The $81bn New York State Teachers Retirement System NYSTRS has terminated a $410m mandate run by Montag & Caldwell and placed Bank of Ireland Asset Management BIAM and Morgan Stanley Investment Management MSIM on watch. Montag & Caldwell was terminated from the $410m large-cap...
- Research articles 2004-05-31
- Are Boomers Happy to Forego Retirement?
- As a Baby Boomer I've suddenly taken an interest in that annual letter from the government showing how much I can expect from Social Security at retirement age. But it's an intellectual exercise, to be truthful. I have no intention to "retire" from work. I plan to...
- Blog posts 2008-06-13
- Phoenix offers tool to facilitate IRA rollovers.(Product Watch)
- The Phoenix Cos. in Hartford, Conn., now offers advisers a program that targets the individual-retirement-account rollover market. It includes a kit illustrating the benefits of consolidating scattered and neglected retirement plan assets and makes The Phoenix Cos. in Hartford, Conn., now offers advisers a...
- Research articles 2004-12-13
- Transamerica widens planning tool's reach. (Product watch).
- * Transamerica Retirement Services of Los Angeles now is offering its retirement-planning assessment to employees of all new clients with first-year deposits of at least $500,000. * Transamerica Retirement Services of Los Angeles now is offering its retirement-planning assessment to employees of...
- Research articles 2002-08-12
- Phoenix site aids advisers on taxes. (Product Watch).
- * The Phoenix Cos. Inc. in Hartford, Conn., has a new website for financial advisers that explains how tax law changes will affect clients' qualified retirement plans and individual retirement accounts. The site, phoenixwm.com, provides advis * The...
- Research articles 2002-05-13
- ADP, Morningstar team up in retirement market.(Product Watch)
- ADP Retirement Services, a division of ADP Employer Services in Roseland, N.J., has joined with Morningstar Associates LLC, a wholly owned registered investment adviser subsidiary of Morningstar Inc. in Chicago, to create the Morningstar Retirement ADP Retirement Services, a division of ADP Employer Services...
- Research articles 2006-08-28
- ERISA training course targets plan providers, fiduciaries.(Product Watch)
- Financial Executives International in Florham Park, N.J., is offering a new Internet-based Employee Retirement Income Savings Act fiduciary governance training course designed exclusively for retirement plan fiduciaries and plan service providers. Financial Executives International in Florham Park, N.J., is offering a new...
- Research articles 2005-07-25
- Product watch.
- Schwab launches retirement package for advisers Charles Schwab & Co. Inc. of San Francisco has launched the Schwab Advisor Portfolio and a 2050 target date fund for retirement plans. Using Schwab Advisor Portfolio, financial advisers ...
- Research articles 2007-04-23
- Retirement Ready? Prepared For The Unexpected?
- According to the paper, unemployment is mostly dependent on the mental, emotional, and financial preparation for the precipitating event. Earlier retirement used to be like receiving a gold watch, pension, and social security but today many people retire intentionally and voluntarily through careful planning because they find themselves involuntarily retired...
- White papers 2003-01-01
- Tax Watch: Help for retirement plan administrators.(News)
- Byline: Mark Battersby The Internal Revenue Service recently announced the release of new materials to help small businesses and plan administrators understand how to keep employee retirement plans eligible for tax-favored status. The materia Byline: Mark Battersby ...
- Research articles 2003-10-27
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